In Seraphim, we had something called "Tags" and we were able to add our assimilation categories and dates, like 1st and 2nd visits, newcomer lunch, CBC101, the date we "flipped" them from just visiting to attending and then membership. I guess now...

Would love to have a tool for guest follow up

I think it would be helpful in event setup to have the option whether or not to take attendance for an event in Small Groups. Right now, taking attendance is assumed for all events. We have groups that have events like fellowships that attendance ...

Would like the ability to designate gift subtype detail when entering split gift details. Such functionality would prove particularly useful for company match gifts.

The name options when setting up an email template don't include "preferred name". When we are thanking individuals for a gift, that really must be an option. These are folks we know and the default shoudn't be so limited.

In NXT we're able to see the notes added as part of an individual relationship when you expand the information section. However they do not show for organizational relationships, the only way to see them for organizations is to edit the relationsh...

It would be helpful to be able to save small group searches in new tabs, like you can do for lists. so we could have one tab to click and instantly see all student groups, one tab to click to see all adult groups, etc. depending on our categories ...

Chart and/or graph illustrating by month and quarter households that are behind on their pledge payments.

As opposed to the current left/right arrow navigation by 5 fields at a time, would like to have a scrolling bar on one of the sides of the Custom Fields tile for easier up/down navigation through all fields.

When exporting a membership category list from the Congregation Summary, column A in the resulting Excel CSV is the System Record ID. Is there any way to have the Constituent ID as the default record ID generated in the resulting Excel CSV instead...